A successful retirement lifestyle begins with planning ahead and thinking through several factors. Achieving your dream retirement is more than saving a big nest egg. While feeling confident financially certainly…
Deena WatsonJune 5, 2023
TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…
Deena WatsonJanuary 27, 2022
There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…
Deena WatsonJanuary 4, 2023
TAKE THE CHECKLIST CHALLENGE You've worked hard. Made sacrifices. Saved diligently. You've earned the right to enjoy the next season of your life. If something’s worth doing, it’s worth doing…
Deena WatsonJanuary 27, 2022
STRATEGIES TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS Social Security benefits are an important piece of your retirement income puzzle, and deciding when to start taking Social Security payments depends on…
Deena WatsonJanuary 27, 2022
STRESS-TEST YOUR RETIREMENT “Stress-testing” your finances tests your wealth engine to determine how efficiently it’s running, exposes hidden dangers, and helps you avoid losing the money you’ve worked hard for.…
Deena WatsonJanuary 27, 2022
Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…
Deena WatsonJanuary 27, 2022
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
Deena WatsonJanuary 27, 2022
6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good retirement planning…
Deena WatsonMarch 15, 2022